- State of New York Mortgage Agency (New York, NY)
- … of AMU, the AVP's of Asset Management. The Director of Asset Management Tax Credit and Assistant Director Tax Credit will share direct supervision of ... Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD,...and various other State housing programs Job Summary: The Director of Asset Management - Tax Credit… more
- Wells Fargo (New York, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...**About this role:** Wells Fargo is seeking a Fiduciary Director to oversee the delivery of its Trust… more
- JPMorgan Chase (New York, NY)
- …Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate , income, tax , philanthropic, and other planning needs are identified and met ... of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities,...referrals + Strong knowledge of US and local transfer tax law and local substantive trust law,… more
- Publicis Groupe (New York, NY)
- …technology solutions and business services including finance, accounting, legal, benefits, procurement, tax , real estate , treasury and risk management to help ... and help our people stay ahead of change. As ** Director , Global Learning Architecture & Programs** , you'll design,...+ Work effectively within a highly matrixed environment, building trust and momentum across multiple regions and disciplines. +… more
- City of New York (New York, NY)
- …Prepare accompanying responses and recommendations as needed. - Review and oversee tax return preparation for NYCHA RAD/PACT. - Support the maintenance of accurate ... improvements. - Provide strategic guidance on accounting treatment for large-scale real estate transactions and the development of the Public Housing Trust .… more
- KeyBank (Tarrytown, NY)
- …for all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax -related issues and works with the client and ... and responsibilities of the bank and to provide well-coordinated estate , tax , and financial planning alternatives to...all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team… more
- City of New York (New York, NY)
- …- Prepare and review monthly and quarterly financial reports. - Support the Assistant Director in preparing financial statements. - Review tax filings to ensure ... Job Description Under general supervision, the Accountant Level II in the Trust Accounting Unit in General Ledger Department plays a critical supporting role in… more